01Send questions before recording
Define the audience, owner, and intended publishing channel before you create the request. A clear purpose keeps questions focused and makes responses easier to use.
02Make mobile recording simple
Give customers enough context to answer confidently, but keep the request short. One focused action is more likely to produce a complete response than a long questionnaire.
03Ask for a concise customer story
Review each response for specificity, permission, and relevance. Preserve the customer’s language while removing only repetition or details they did not approve for publication.
04Edit lightly and publish with context
Publish the result beside the product, service, or buyer concern it supports. Track where the proof appears and refresh it when the offer or customer context changes.